See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,256 | $116,175-92.0% | $93,606-90.1% | $152,861-93.9% |
| Participation rate | 94.1% | 78.0%+16.1pp | 75.8%+18.3pp | 82.4%+11.7pp |
| Annual return | 33.61% | 35.96%-2.4pp | 32.76%+0.8pp | 345.32%-311.7pp |
| Employer contribution / active EE | $1,566 | $3,218-51.3% | $2,718-42.4% | $4,762-67.1% |
| Participant deferral / active EE | $3,111 | $4,603-32.4% | $4,069-23.5% | $5,850-46.8% |
| Admin fee / account holder | $7 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |